Profil
Mr. Donald A. Holtgrieve is a Managing Partner & Chief Operating Officer at Rockwood Capital Advisors LLC.
Mr. Holtgrieve is a founding partner at the firm and has over thirty years of experience in the investment management industry.
He coordinates many of the firm’s operations, as well as relationship management activities and client communication programs.
Prior to the formation of Rockwood Capital, Mr. Holtgrieve spent thirteen years with Boatmen’s Trust company with responsibilities in personal trust portfolio management, marketing and institutional fixed income management.
He also served as a member of Boatmen’s fixed income strategy team.
Previously, Mr. Holtgrieve was a registered investment representative with the brokerage firms of Shearson and Dean Witter Reynolds.
He earned his Bachelor’s degree in Business Administration from the University of Missouri-Columbia.
Postes actifs de Andrew Holtgrieve
| Sociétés | Poste | Début |
|---|---|---|
Rockwood Capital Advisors LLC
Rockwood Capital Advisors LLC Investment ManagersFinance Rockwood Capital specializes in both equity and fixed income strategies. The firm was built on the belief that high-quality bonds should be the foundation of one’s investment program. Managing risk and identifying value are essential elements of their disciplined approach and deeply embedded in their three primary strategies. Rockwood Capital offers active and passive equity strategies based on high-quality and disciplined investment principles, philosophies and processes. | Fondateur | 01/01/1997 |
Anciens postes connus de Andrew Holtgrieve
| Sociétés | Poste | Fin |
|---|---|---|
Boatmen's Trust Co. (Missouri)
Boatmen's Trust Co. (Missouri) Investment ManagersFinance Investment advisor | Corporate Officer/Principal | - |
Dean Witter Reynolds, Inc.
Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Corporate Officer/Principal | - |
Formation de Andrew Holtgrieve
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Boatmen's Trust Co. (Missouri)
Boatmen's Trust Co. (Missouri) Investment ManagersFinance Investment advisor | Finance |
University of Missouri
University of Missouri Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rockwood Capital Advisors LLC
Rockwood Capital Advisors LLC Investment ManagersFinance Rockwood Capital specializes in both equity and fixed income strategies. The firm was built on the belief that high-quality bonds should be the foundation of one’s investment program. Managing risk and identifying value are essential elements of their disciplined approach and deeply embedded in their three primary strategies. Rockwood Capital offers active and passive equity strategies based on high-quality and disciplined investment principles, philosophies and processes. | Finance |
Dean Witter Reynolds, Inc.
Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Finance |
















